XWEALTH

XWEALTH of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 335260). Regulatory assets under management: $480K.

Registration

• CRD: 335260
• Type: Registered investment adviser
• Location: 1133 CAMELBACK ST. #7334, NEWPORT BEACH, CA, 92658
• Phone: (714) 944-7587
• Latest filing: 2026-04-17
• Regulatory AUM: $480K
• Discretionary AUM: $480K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search